Personal banker jobs in Hamilton, NJ

Chimera Securities, a CBOE Stock Exchange and SEC Registered broker dealer, is seeking experienced traders to join its existing trading desk in Philadelphia, PA. Capital contributions will be required for experienced traders. Highlights include use of a top of the line trading platform (see our website for details), trading amongst professional traders, and Lightspeed News Service and Breifing.com for all traders. We are looking for full time equity traders whose presence will add to the trading floor while simultaneously benefiting from it. Ongoing mentorship is available. Please email ***************************** with details of your current and prior trading experience and any other information you wish, and we will contact you. Please put 'Philly Experienced Trader' in the subject line. For additional info regarding our company, please see our FAQ on our website: ************************* Thank you. Chimera Securities

JobID: 210680540 JobSchedule: Full time JobShift: Base Pay/Salary: Englishtown,NJ $22.50-$30.29 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Sunoco LP is a leading energy infrastructure and fuel distribution master limited partnership operating across 47 U.S. states, Puerto Rico, Europe, and Mexico. The Partnership's midstream operations include an extensive network of approximately 9,500 miles of pipeline and over 100 terminals. This critical infrastructure complements the Partnership's fuel distribution operations, which serve approximately 10,000 convenience stores, independent dealers, commercial customers, and distributors. At Sunoco, we take great pride in what we do and wholeheartedly believe our employees drive success for our company and our customers. We are always looking for the best and brightest talent and we are committed to making your job a challenging and rewarding experience. Job Summary: Trades in both physical clean products and financial commodities in the domestic and international trading markets. Physical products include gasoline, diesel, heating oil, renewable fuels and RINS. Core Responsibilities: * Physical trading activity, both spot and term, is in pursuit of both optimal system supply and trading profits. * Develops trading strategies, initiates and manages physical and financial positions for profit, focuses on supply portfolio, manages price exposure for system and trading positions and proposes relevant risk management and hedging strategies. * Accountable for optimization of supply for retail system requirements and for book trading positions profit/loss. * Collaborates with commercial operations to manage physical inventories consistent with supply requirements and financial market structure. Represents the company externally and requires an extensive network of 3rd party contacts. * Seeks out and identifies trading opportunities. Embeds optionality to reduce exposure in trading positions and trade books, interprets financial information, integrates information from a variety of sources, detects trends, associations, and cause/effect outcomes. * Negotiates contracts both short and long-term. Builds relationships, manages third parties and internal relationships, develops contacts and gathers relevant market information. * Participates in setting strategic plan for supply & trading team and provides leadership role to other commercial functions. Required Skills (External) * BS degree in Finance/Business/Engineering or other related discipline * 2-5 years total experience in energy industry with at least 2 years prior trading experience in domestic physical clean products market(s) * Excellent analytical, communication, and interpersonal skills * Proven negotiation skills Preferred Skills * Prior trading experience in financial markets (futures, spreads, options, swaps, etc.) * Physical clean products trading experience in Chicago, NYH and/or USGC markets * Understanding of refined products logistics assets in the U.S. (pipelines/terminals) * Experience using Right Angle

Manages and staffs the Universal Banker I's and performs audit functions. Manages the Teller Line to the expected Sales and Service Standards, providing coaching as needed and tracking of the referral goals. Participates in the branch opening and closing procedures and is responsible for branch operations in the absence of the Retail Relationship Manager and Retail Client Experience Manager. Performs function of the Universal Banker I's on a regular basis, as staffing and client traffic require. Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience efficiently, identifying sales opportunities, making referrals and handling service transactions. Responsibilities The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products. Actively participate in ongoing training and regular sales meetings. Willing to be cross-trained to perform duties necessary to assist clients when management is not present. Process a variety of routine and complex transactions such as account opening and closing, processing deposits, withdrawals, loan payments and transfers. Assist with the daily operations of the branch including reporting, audits, ATMs, coin machines and the main cash vault. Prepare cash for shipments and ordering cash/coin for the branch as needed. Demonstrate knowledge of policies and procedures and the ability to apply this knowledge in real situations. Identify clients with additional profit potential and develop action plans to expand these relationships. Refer business to all partners. Support the implementation of the Kearny Bank Client Experience. Deliver strategic insights to improve the client experience. Lead, motivate, reward and develop the branch team. Develop and manage the process to resolve client criticisms and concerns in a courteous, positive and timely manner. Simplifies and strengthens client experiences and builds client trust by listening to feedback, understanding reasons of dissatisfaction and identifying opportunities to improve. Coach the sales process and each team member. Hold team accountable for sales objectives Proficient in delivering and coaching the flawless delivery of our service protocols and the sales process (The Client Experience) to all Team Members, including new employees. Serves as a role model for branch team, provides guidance on appearance and dress, as needed. Conduct daily observations of team and provide mentoring and training to improve staff development and overall branch results. Serve as a liaison between the branch and various departments to ensure full communication and understanding of all company policies and procedures. Conducts individual coaching sessions with each team member on a quarterly basis with a strong emphasis on achievement of production goals and service standards. In the performance of respective duties, must maintain knowledge of and ensure compliance with Bank Secrecy Act regulations and all other regulatory, security and bank policies. Perform other duties as may be assigned. Qualifications Associate's degree or comparable professional training is required. Minimum 2 to 4 years Retail Banking experience. Ability to meet/exceed client experience needs, identify client/project needs. Knowledge of bank's products, services, sweep accounts, concept & Techniques and cash management services. Ability to model Relationship Building Techniques and effectively cross-sell. Ability to resolve client questions and/or complaints. Ability to manage staff and resolve conflict. Strong team player. Ability to foster open communication, deliver presentations, demonstrate listening, speaking and written communication skills. Ability to answer questions effectively, build client relationships and build internal and external networks. Ability to act with integrity, demonstrate adaptability, work commitment and maintain a positive performance in all situations. Working knowledge of Microsoft Excel, Word, Access and Outlook. Ability to interact effectively and tactfully with all levels of the Bank. Ability to read, write and speak clearly. Assist Business Relationship Officers and Loan Officers with business calls to existing and potential clients, as needed. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Regular attendance and punctuality are essential functions of every job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands and fingers, handle or feel objects, use tools or controls, reach with hands and arms, talk and/or hear. The employee frequently is required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, color vision, depth perception, and the ability to adjust focus. SUPERVISORY RESPONSIBILITY Guides work of others who perform essentially the same work. May organize, set priorities, schedule and review work, but has no responsibility to hire, terminate, review performance or make pay decisions COMPENSATION $24.04-$33.65/hr

Job Description Financial Resources FCU has been designated one of the Best Places to Work in NJ since 2022! At FRFCU, we are "putting people first" and that starts with our employees! Come see why our team members have voted us for Best Places to Work in NJ! Are you looking for more? Tired of not feeling like your work has purpose or aligns with your values? Do you want to be part of a team with positive, “let's make a difference” type team members? Do you want to have a voice in the direction of an organization particularly one that is focused on people, not profits? If that sounds like where you want to be, then we have something more to offer you! If you want to be part of a company that has a demonstrated commitment to its employees, members and the communities we serve that acts in accordance with our shared value system, we may be a good fit for each other. If you have a genuine desire to make a difference, if you value helping others achieve more, if you are a true people person and want to feel good about the work you do then we should talk. Whether your background is in banking, retail, hospitality, customer service, call center support, administrative support, clerical, general office work or maybe you took a break and are looking to return to the workforce, well it doesn't matter. We care about the type of person you are and the qualities you bring to our company and culture. We will provide the training and on-going development skills necessary to be successful and grow your career in a meaningful and worthwhile way. Financial Resources is a not-for-profit federal credit union with locations in Somerset, Hunterdon, Middlesex, Hudson and Union Counties. With a history of serving our members for more than 100 years, we have grown to more than $650 million in assets serving more than 29,000 members with 7 public access branches and a team of 100 employees. We are available Nationwide! We are currently looking for a Senior Universal Banker in our Somerset, NJ location. This person should have at least 2 years of banking experience as a universal banker, teller, customer service rep, or any other branch position and be bilingual in Spanish and English. A little more about what we do: Financial Resources has been serving the needs of our members for more than 100 years and we are just getting started. We are looking for more high character people to join our team and help us help more members as we get started on the next 100 years . When you join Financial Resources, you will be part of a mission driven organization with a team of talented and committed team members that value our members and company culture! What we offer to our team members: Work Life Balance Programs that includes a reduced hour work week after satisfactory completion of your training period A competitive salary Generous paid time off Health, dental and vision plans for employees and their families Health Savings and Flex Spending Accounts Paid Parental Leave Programs Short and Long-Term Disability Programs Company provided life insurance and low-cost supplemental insurance plans 401K with 100% employer match, up to 6%, after one year and potential for additional profit-sharing contributions Paid volunteer days Opportunities for career advancement with continuous learning and development Tuition reimbursement We ask that you: Demonstrate a positive attitude and willingness to help others Be a good team member, the type of person people want to work with Have some basic computer skills Care about the work we do If you want to work in a friendly environment and with an organization that is looking to expand its footprint, please consider applying for this opportunity.

GENERAL DUTIES AND RESPONSIBILITIES: Models Q2 Service and Sales programs with creativity and energy such that goals are achieved, and quality standards are met or exceeded. Takes personal initiative and is a positive example for others to emulate. Builds customer relationships by being accountable for representing QNB to the customer in a courteous, confidential, and professional manner, and for providing prompt efficient and accurate service in processing transactions through consultative selling and cross-selling in a positive manner. Evaluates customer needs through the use of open-ended questions and refers customers to the appropriate resource. Opens, closes, and services every type of deposit product, able to take and disburse loans. Perform branch functions requiring an in-depth knowledge of branch transactions. Including but not limited to performs paying and receiving Financial Service Representative functions accurately balances cash drawer and/or a Teller Cash Recycler (TCR) at the end of the day, ATM, Vault Settlement, etc. May ensure daily office settlement. Assists in the training of personnel and may be a member of a committee (i.e. Safety Committee) and train personnel on the information obtained from attending committee meetings. Assists in processes and prepares branch cash and settlement. Able to relate to other people beyond giving and receiving instructions. Supportive of community through involvement and participation in local volunteer and/or charitable organizations. Completes assigned compliance training in a timely manner and demonstrates ability to apply training to their duties and responsibilities. Required availability of all operating branch hours which can include holidays and weekends. Assumes additional job-related duties as requested. REQUIRED TRAINING, EXPERIENCE AND EDUCATION: High School diploma or equivalent. Complete Universal Banker Certification Checklist. Interpersonal skills to represent the Bank in a positive way when dealing with both internal and external customers. Successful in motivating team members in all aspects of QNB's Service Excellence. Ability to lift and maneuver 25-30-pound coin bags. Communication skills that model QNB's sales efforts; including the ability to identify and fulfill customers' current and future needs. Requires strong reading, writing and arithmetic skills. Completion of high school, vocational training or equivalent (completion of some college courses preferred but not required). Fulfill QNB compliance in operations and security procedures by adhering to government regulations, QNB policy, and established procedures. This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Must fulfill re-certification of Universal Banker I requirements annually. PA Notary Ability to solve problems and carry on without supervision. PREFERRED TRAINING, EXPERIENCE AND EDUCATION: Successful completion of ABA Banking Fundamentals and Consumer Lending. Must have strong product knowledge and actively champion and coach for Q2 Sales and Service, referrals and product campaigns.

Student Financial Services Student Financial Services Representative Department Purpose The Student Financial Services (SFS) department supports Cairn University's mission by providing caring, accurate, and responsive financial guidance to current and prospective students. SFS helps students and families navigate the cost of higher education through the integration of financial aid and student account services, promoting both access and stewardship. Position Summary The Student Financial Services Representative is a cross-functional, student-facing position responsible for assisting students and families with both financial aid and student account matters. This includes advising on financial aid eligibility and processing, managing account transactions, and providing guidance on payment responsibilities and options. In addition to student-facing tasks, the role will be responsible for a collection of logistical tasks to related to data entry and maintenance, financial aid packaging, billing, and communication. SFS Representatives are expected to be cross-trained in both financial aid and student accounts functions, while taking primary responsibility for certain tasks based on strengths and departmental needs. The role is critical to delivering excellent customer service and ensuring regulatory compliance, data accuracy, and coordinated communication. Essential Duties and Responsibilities Customer Service & Communication * Serve as a primary point of contact for students and families via phone, email, and in-person interactions. * Provide clear guidance on financial aid processes, tuition billing, payment options, and account balances. * Contribute to the execution of the Student Financial Services communication plan across all mediums. * Present financial information at campus events and orientations as needed. Financial Aid Administration * Accept tasks delegated and adhere to guidelines and strategies provided by the Financial Aid Manager. * Process federal, state, and institutional financial aid, including packaging, verification, and corrections. * Certify student loan applications, conduct loan entrance/exit counseling, and monitor enrollment status. * Coordinate with the Business Services office on disbursement of aid and loan funds. * Support awarding and tracking of institutional scholarships and state grants. * Collaborate with Admissions to encourage FAFSA completion and provide financial aid during recruitment. Student Accounts Administration * Maintain accurate student accounts receivable records and post transactions. * Advise students on billing procedures, payment plans, and financial policies. * Assist with daily cashiering functions, cash sheet reconciliation, and reporting of account activity. * Coordinate tuition remission and ensure accurate billing in conjunction with Financial Aid and the Registrar. * Collaborate with collection agencies and assist with past-due accounts as needed. Administrative & Cross-Functional Duties * Participate in departmental planning meetings and training for new or updated procedures. * Contribute to the development and maintenance of financial services policies and documentation. * Provide support for internal reporting and regulatory compliance. * Assist with process improvement initiatives and student service enhancements. * Serve in a front desk rotation to receive walk-in guests and payments. Skills and Abilities * Strong interpersonal and communication skills (verbal and written). * Commitment to excellent customer service and student care. * Proficiency in Microsoft Office and familiarity with student information systems (PowerCampus, PowerFAIDS preferred). * Ability to manage multiple priorities and work collaboratively across functions. * Analytical and problem-solving abilities. * Comfort with public speaking and presenting to groups. Required Education and Experience * Bachelor's degree or equivalent combination of education and experience * One to three years of experience in administrative, customer service, customer accounts, financial aid, or other related positions. Hours of Work Core office hours are Monday through Friday, 8:00 am to 4:30 pm. The position requires varied schedules including evening and weekend hours. Hours may vary throughout the year based on the academic schedule. Serving at Cairn University Located in Langhorne, Bucks County, Pennsylvania, Cairn University exists to educate students to serve Christ in the church, society, and the world as biblically minded, well-educated and professionally competent men and women of character. Students earn bachelor's degrees in various areas including Bible, Education, Music, and Business Administration; and graduate degrees in Business, Divinity, Education, Organizational Leadership, Worship and Music, and Counseling. Cairn is a conservative evangelical institution within the protestant tradition that employs faculty and staff who profess Jesus Christ as personal Savior; agree to Cairn's Statement of Faith and Community Life Covenant; and serve students in a ministerial capacity through imparting and upholding biblical instruction, prayer, and mentoring. Members of the faculty are required to integrate biblical instruction in their respective professional subject areas. All members of the Cairn community are obligated to affirm, agree with, and align with the University Foundational Statements. During the application process, applicants will have the opportunity to review these statements and must agree to affirm and support the position of the University, if hired. Applicants are also asked to provide a Personal Testimony of salvation as part of the application process. To apply, please follow the link below. You may upload and submit your resume/CV and cover letter and unofficial transcripts with the application. Ineligible for sponsorship of H1B visa. Cairn University does not discriminate on the basis of race, gender, color, national or ethnic origin, age, disability or other protected characteristics, in administration of its educational, employment and admissions policies.

Peapack Private Bank & Trust is a leader in wealth, lending and deposit solutions. At Peapack Private, our clients are cared for by a single point of contact and are served by empowered employees who consistently go above and beyond to provide exceptional service and offer a boutique private banking experience. What makes Peapack Private different? We are an institution that has always believed in putting the well-being and needs of our employees and our clients first. We are proud to be recognized for the seventh consecutive year by American Banker as one of the “Best Banks to Work For” across the nation. In addition, we were selected as Crain's Best Places to work in NYC for our inaugural year, 2024. Our secret sauce in one word is our ‘culture'. At Peapack Private, we value a diverse and inclusive workspace, deeply committed to growing leaders at all levels of the organization thorough mentorship, career pathing, and professional development. There are multiple ways to build relationships and get involved - from joining our Cultural Ambassador Committee focused on areas like Wellness, Fun, Inclusion, or Environmental Awareness - to involvement in community service activities through Volunteerism. Said quite simply, the culture and the people who work here are amazing! Position Overview: Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience efficiently by identifying cross-sell opportunities, making referrals to partnering business lines, executing service requests and transactions. Assume management responsibilities within approved limits in the absence of the Retail Private Banker and Retail Client Experience Manager. Candidates for this role must have strong communication skills, be enthusiastic, technologically savvy, able to recognize sales and deposit growth opportunities and be willing to exceed our clients and prospects expectations in every interaction. They must adopt and live our core principals and display actions reflecting “Clients First” and “One Team” principles daily Key Responsibilities: Must learn to deliver service to clients in the manner they want to be treated while demonstrating all required service protocols and best practices. Effectively learn the most current branch technology and can encourage clients to use the technology offered. Must learn to introduce clients to the available technology and educate them on the ease of usage. Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products. Identify clients with additional profit potential and develop action plans to expand these relationships. Actively participate in ongoing training and regular sales meetings. Understand partner's roles and all products and services PGB offers to help uncover the expressed and unexpressed needs of our client's and prospects. Proficiently open all products offered such as checking, money market, CDs, IRAs, Netteller, Debit Cards and complete credit card and loan applications. Process a variety of transactions such as deposits, withdrawals, transfers, loan payment processing, IRAs, CDs, closing and maintenance to accounts to solve the daily needs of our clients. Provide supervisory overrides and review of transactions in the absence of the Retail Private Banker and Retail Client Experience Manager. Assists with the daily operation of the branch including reporting, audits, proving the main cash vault, preparing cash for shipments and ordering coin and currency for the branch as needed. Ensure all work is processed and in proof at days end. Maintain the confidentiality of the Bank and its clients at all times while providing courteous and efficient client service. Strive to provide exemplary service by anticipating client needs when promoting the banks products and services Ability to apply critical thinking by using logic and reasoning to identify solutions, conclusions and approaches to problem solving. Must comply with all internal policies and external regulations. Demonstrate knowledge of policies and procedures with the ability to apply this knowledge in real situations. Stay current with pertinent banking regulations, including but not limited to Reg. DD, Reg. CC, BSA, CRA, Right to Financial Privacy Act, FDIC insurance provisions, etc. Qualifications: High School diploma or GED Must be flexible to work within our banking hours: M, T, W, F from 8:30am to 5pm Th from 8:30am to 6pm Sat from 8:30am to 12pm Customer experience in Retail or Hospitality preferred, Banking experience a plus Ability to go the extra mile to fulfill a clients' needs Values being in-service to others, internally and externally and enjoys working with others to create a productive working environment Willing to grow and work in an environment where feedback is willingly given and received Proactively takes initiative to improve the customer experience and team efficiency Builds strong relationships both internally and externally; ability to interact effectively with all levels throughout the organization Possesses intellectual curiosity to learn the Banks' products, procedures and services Operates with integrity; demonstrates adaptability, work commitment, and a positive performance in all situations Willing to dress and behave in a professional manner Ability to read, write and speak English clearly. Fluency in other languages is a plus. Benefits Overview: We offer a competitive compensation package, a generous paid time off program, comprehensive medical, dental and vision coverage, maternity/paternity leave, a hybrid work environment (for most roles), education reimbursement, wellness programs and more. We also offer participation in an Employee Stock Purchase Program and a 401K with a generous match. The approximate pay range for this position is $41,556 to $55,000, plus an opportunity to earn performance-based incentives. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Final compensation may vary based on factors including, but not limited to knowledge, skills and abilities, as well as geographic location. Note: Incentives and/or benefits packages may vary depending on the position. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

The Universal Banker position is responsible for demonstrating excellent customer service in accordance with the Bank's Core Values and to maintain a well-developed working knowledge of the Bank's products & services. This includes an ethical approach to uncovering client needs and recommending appropriate products, services, and solutions to meet the client's short-term and long-term financial goals. The Universal Banker will be responsible for opening accounts, handling transactions, selling/cross-selling bank products and services as well as resolving simple and complex customer service issues. Individuals must be a self-starter and goal oriented with a passion to succeed. Essential Functions * Identifies, develops, and closes sales; applies needs based selling techniques to generate product interest; actively cross-sells products/services. * Actively engage in meaningful conversation with customers in order to seek a thorough understanding of their complete financial needs. Recommend products and services to support the customer's needs, through in person efforts, referrals to other lines of business, and marketing campaign outreach. * Serves as digital expert with the ability to demonstrate above average knowledge of all digital channels in an effort to cross sell and expand existing relationships. * Drives proactive sales and service conversations through inbound and outbound interactions. * Deepens existing customer relationships through a variety of proactive sales and service initiatives which should be captured in 360 View. * Actively participates in all branch activities, including but not limited to Huddles, Retail Calls and Sales meetings. * Meet customers' needs by conducting accurate needs assessments, providing information on products and services, informing customers on how to conduct their banking business, and delivering customer service that meets established quality standards. * Process customer transactions such as deposits, withdrawals, transfers, wires and payments, accurately and efficiently * Count, organize, and safeguard cash and other negotiable bank items. * Assist customers with inquiries and solve problems in a professional and courteous manner. * Perform daily branch operations such as proving cash draw and branch vault, scanning teller work, and filing paperwork. * Open new accounts ensuring all required documentation is obtained and is accurate. * Comply with all established policies and procedures. * Maintain technical and professional knowledge by attending educational workshops and training, reviewing bank policies and procedures, keeping informed of updates and upgrades to products and services, and staying informed of any legal, policy, and procedural changes relating to retail banking. * Comply with BSA/KYC policies and procedures to mitigate risk and reduce/eliminate fraudulent transactions * Completes transactions accurately and ensure the safety of the bank * Travel required for meetings, community involvement and assistance covering local branches. * Participate in community and volunteer events that are endorsed by the bank. Education and Experience * High School Diploma or equivalent with at least 3-5 years of comparable Retail experience. * College degree preferred, not required. * Prior cash handling or customer service experience * Must be extremely organized and detail * Must work well in a fast-paced, team environment. * Excellent communication skills, both written and verbal, are * Excellent computer skills in a Microsoft Windows environment including proficiency in Word, Excel and Outlook are required. * Familiarity with bank systems, i.e., CRM, financial apps is strongly preferred. Physical Requirements * Ability to sit for long periods of time up to 75% of work hours. * Ability to use hands to grasp, handle or feel. * Ability to use computer keyboard and system to enter data and process information. * Ability to read a computer screen at a close distance. * Ability to communicate, hear, and see. * Ability to use telephone to communicate with others. * Ability to use office equipment such as teller scanner, personal computer, telephone, mobile device, copier, etc. Working Conditions * Moderate sound as in business office with office machines, computers, and people traffic. Compliance * It is the responsibility of each bank staff member and of management to adhere to policies and procedures designed to implement compliance with the laws and regulations to which the bank is subject. Each bank staff and management member shall be accountable for understanding how compliance with laws and regulations affects the performance of their day-to-day duties, for completing compliance training as assigned and for carrying out those duties in a manner to achieve compliance with those laws and regulations. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability. This is not an employment agreement or contract, implied or otherwise. Unity Bank maintains "at will" employment. This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Unity Bank reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload. Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States. Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans provided the individual is able to perform the essential functions of the job, unless such accommodation would impose an undue hardship upon Unity Bank. A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.

Job Details Branch 55 Mt Laurel - Mount Laurel Township, NJ Full Time BankingDescription The Financial Service Representative is responsible for the tactical initiatives as they relate to building member relationships, providing world-class service, and achieving branch goals. The incumbent will promote and build positive relationships with members and provide solutions to their financial needs, remaining committed to the organizations core values. Essential Duties Assumes responsibility for the efficient, effective, and accurate performance of Teller functions. Presents and explains Credit Union membership, products and services to potential and existing members and assists in meeting their financial needs. Keeps members informed of Credit Union policies and information, including types of available accounts, interest and dividend rates, payroll deductions options, and other related services. Identifies cross-selling opportunities through asking members pertinent questions, execution of active listening skills while communicating with members and anticipation of member needs. Responds to member's requests, problems, and complaints and/or directs them to the proper person for specific information or assistance. Build positive relationships with other lines of business by interacting with other business units. Refers members to departments for specialized needs (i.e., Mortgage). Refers members to designated Credit Union partners to fulfill financial counseling, investment and insurance needs. Reviews all available operational, product and procedure manuals in branch to become completely familiar with all branch operations, products, services and policies. Demonstrate effective communication with all internal and external business partners, including the retail partner, while effectively communicating upwards and across the organization. Volunteer for SEG sign-ups and other credit union activities. Remains cognizant of and adheres to Andrews Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act. Required KSAs High school diploma or GED. Must have 2 years experience in a sales/service role within the financial services industry or other types of retail businesses. Excellent interpersonal, verbal and written communication skills. Knowledge of how the financial markets impact the financial services industry and excel at representing Credit Union products and operations. Minimal travel amongst branches may be required. Physical Requirements Ability to sit at a desk and computer for extended periods. Ability to lift up to 20 pounds. In accordance with the Americans with Disabilities Act, requirements may be modified to reasonably accommodate disabled individuals. However, no accommodation will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. Pay Range $21.25 to $27.00

******COMPETITIVE PAY WITH MONTHLY INCENTIVES***** ****EXCELLENT MEDICAL, DENTAL, VISION BENEFITS: 75% to 90% of premiums covered by PFFCU***** ****401K - PFFCU contributes automatic 6% regardless of employee contribution after 1 year***** ********Great benefits, paid time off, and more! Become a part of the team today!****** Are you looking for a career with professional growth opportunities? Do you have a passion for helping others? Do you enjoy setting goals and reaching them? If you answered YES to any of the above questions, we are looking for you! Principal Mission Primary mission for Branch Representatives (Sales or Service) is to support the growth goals of PFFCU by providing superior member service and ensuring new and existing member relationships are developed using the Total Member Connect process and product knowledge while maintaining a high level of integrity and operational efficiency. All PFFCU staff members are responsible to promote the corporate values of member service, teamwork, commitment, performance and professional competency. Education and Core Competencies High School Diploma/GED Effective Written and Verbal Communication Skills Strong Member Service Skills Problem-Solving Organization Strong Technological Skills and ability to navigate effectively between multiple systems Key Responsibilities Communication Member Service Sales Quality of Work Member Service Responsibilities Consistently deliver a high level of member service through the execution of the TMC Sales and Service process. Branch Representative will be friendly, professional, and possess problem solving skills while treating every member with respect. Ability to provide the member an exceptional level of service and resolve member concerns. Adheres to PFFCU Commitment to our Members at all times. Sales Results Commitment to deliver meaningful recommendations of products and services to our Members by uncovering member needs through the 5 Step TMC process. Cross sell Credit Union products to existing members by utilizing product knowledge and cross-sell skills to uncover opportunities. Utilize product knowledge and cross-sell skills to establish new relationships with potential members who visit the Credit Union. Successfully learn all steps of the 5 Step TMC process, and implement with every interaction. Quality of Work Work produced should be thorough and completed with minimal errors. Branch Representatives must adhere to all PFFCU policies and procedures in effect and within the parameters prescribed in the Retail Branch Representative Performance Standards. Work must be completed with a commitment to delivering the highest level of service while working to ensure that all member information is secured and protected. Volume of Work Representatives must maintain a successful to superior volume level as defined in the Retail Branch Representative Performance Standards. Make every effort to handle member inquiries efficiently and to completion. Product and Operational Knowledge; Cross-Training Required Develop and maintain a good working knowledge of all PFFCU products and services. Develop and maintain good working knowledge of all policies and procedures associated with both sides of the branch office. Develop and maintain the ability to perform the requirements associated with each side of the branch office - i.e. completing membership applications, loan applications, resolving account issues while working on the sales side of the office while also being able to perform all cash-related responsibilities associated with the service side of the office. Complete training and consistently practice the 5 Step TMC process on both sides of the office when needed. New staff members: As a new staff member, you will be assigned to either the Sales or Service side of the office when hired. You will be trained first in the skills required for the side of the office you are hired primarily for. After you have acquired the skills required to perform in this position, you may also be assigned to train and work on the opposite side (sales or service) of the office to ensure you have obtained the appropriate knowledge. Following the completion of your training, you will be assigned back to your designated area (sales or service). You may also be called upon to switch sides of the office at any time as needed to accommodate member traffic. Teamwork and Dependability Willingness to adjust schedule at times to help keep the branch properly staffed. Willingness to learn both sides of the office within the first year of employment. Manages time off appropriately, not calling out unnecessarily and arrives to work on time with ability to be ready and prepared to begin work at the scheduled time. Adheres to PFFCU Commitment to Staff with branch peers and management. Professionalism and Appearance Works to make a good first impression on members that reflects well on PFFCU. Maintains a neat and organized workspace. Presents a professional image in dress, demeanor and speaking voice in all interactions with members, co-workers and supervisors. Additional Requirements Ability to use a personal computer, entering information via keyboard and accessing information from a computer monitor. Well-developed communication and interpersonal skills. #PFFCUBSR

Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Health insurance Opportunity for advancement Paid time off Training & development Financial Services Representative Life Insurance & Investment Focus Scott Morris State Farm Agency Are you a highly motivated, sales-focused financial professional with a strong background in life insurance and financial planning? Scott Morris State Farm is seeking a Financial Services Representative who can confidently market financial products, close new business, and guide clients toward long-term financial security. This is a fully licensed position (Life & Health required; FINRA Series 6, 63, and 65 strongly preferred). Role Description As a Financial Services Representative, you will leverage your financial expertise and sales ability to educate clients, uncover needs, and provide tailored solutions. Your consultative approachcombined with a competitive drivewill help grow our agency while making a meaningful difference in each clients financial future. Key Responsibilities Consult with Clients Deliver comprehensive financial planning that includes life insurance, retirement strategies, and investment options. Drive Sales Growth Proactively market financial products, identify new opportunities, and close business with confidence. Portfolio Guidance Support clients with asset allocation, long-term planning, and portfolio management strategies. Ensure Compliance Adhere to all financial services regulations, documentation standards, and ethical guidelines. Qualifications A sales-dominant mindset with a proven track record in financial product or insurance sales 3+ years of experience in financial services, investment planning, or life insurance Strong analytical, consultative, and communication skills Life & Health license required; FINRA Series 6, 63, and 65 strongly preferred Ability to build trust, maintain long-term relationships, and consistently drive revenue growth Why Join Scott Morris State Farm? Competitive compensation with base salary + commission + performance bonuses Licensing support for candidates seeking additional financial credentials A professional, growth-oriented team culture with mentorship and development opportunities If youre an ambitious financial professional ready to accelerate your sales career, apply today and grow with Scott Morris State Farm.

Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers proactively engage with customers to identify opportunities for cross-selling services, resolving issues, and educating them on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank. Your primary goal is to enhance customer satisfaction and loyalty while supporting the bank's growth objectives. * Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing and prospective customers. * Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. * Proactively prospect for new clients through internal and outbound interactions such as: networking, referrals, lead calling, portfolio management and community engagement. * Responsible for meeting the financial needs of the customer to include transactional, servicing, and product. * Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. * Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. * Foster customer loyalty by addressing concerns and providing timely resolutions. * Engage customers through digital platforms to enhance customer interactions and educate them on self-service options. * Communicate clearly and effectively with customers in person, over the phone, or through digital channels. * Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense. * Collaborate with team members and partners to achieve branch goals and drive overall performance. * Responsibilities may extend to supporting nearby branch locations based on business necessity. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * High school diploma, GED or equivalent education: : Business Management, Finance, or equivalent field - Required. * Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred. * 3+ Years Experience selling products and/or services in an incentive-based environment - Required. (OR) * 12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. (OR) * 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND) * 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required. * Established relationship-building skills with a focus on customer experience and loyalty. * Excellent customer service skills and a passion for helping others. * Proven track record in sales and cross-selling products and services. * Ability to work collaboratively in a team-oriented environment. * Excellent communication, consultative and influence skills both verbal and written. * Ability to display a credible, trustworthy, and professional image at all times. * Proficient in using digital tools and technology to enhance customer engagement. * Ability to follow directions, policies, and procedures. * Ability to identify and escalate concerns of risk to appropriate channels. * Ability to work in a fast-paced environment and manage multiple priorities. * Computer proficiency and basic math skills. * Ability to work branch hours, which can include weekends and evenings. Certifications: * No Certifications listed for this job. It Would Be Nice For You To Have: * Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. * Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $38,250.00 USD Maximum: $59,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.

Job Description Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed. What you will receive: Flexible schedule with remote and in-person work options. Full benefits package: health, dental, vision, 401(k), pension, life insurance. Training stipend and performance-based bonuses. Company-sponsored travel and professional development programs. Sponsorship for required licenses and continuing education. We can only consider applicants authorized to work in the United States. Responsibilities: Attend virtual and in-person training to enhance financial expertise. Leverage company-provided marketing tools and industry resources. Attend hybrid meetings, including in-person team collaboration, as required. Develop client relationships and provide tailored financial strategies. Participate in structured coaching and mentorship programs. Qualifications: Competitive mindset with a history of leadership or achievement. No prior financial experience is required, and comprehensive training is included. Self-motivated, coachable, and driven to succeed. Must be authorized to work in the US. Excellent communication and relationship-building abilities. About Company Our mission is clear: To Do Good in our communities and for the families we serve. Since 1881, Evolution Financial Group has been committed to keeping its promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.

Schedule: Monday through Friday 9:00AM to 5:00PM Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral goals), and provide support to banking center management. Essential Duties and Responsibilities Sales and service * Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks. Platform support includes opening checking accounts, savings accounts, and provide all other deposit product services. * Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs. * Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts. * Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. * Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns. * Assist client with loan application for personal/retail consumer needs and "handing off" the processing of these applications to the appropriate associate. Client experience * Research and resolve problems and respond to client inquiries on account status. * Deliver excellent client experiences consistently and promptly resolve client issues effectively. * Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management * Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Operational efficiency * Assist banking center associates with all aspects of daily operations as needed, including audit controls. * Assist banking center management with "on the job training" of new associates. * Stay informed of all operational updates and changes to ensure compliance with all current guidelines. Perform all other job related duties as assigned Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required and may be substituted with an equivalent combination of education and experience. * High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements DeGarmo Behavioral Assessment Requirement * All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position * The assessment takes approximately 12-15 minutes to complete * Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

New Accounts Sales Representative - Powersports Location: Horsham, PA | Schedule: Monday to Friday | Employment Type: Full-Time Department: Sales - Powersports Reports To: Sales Manager Turn 14 Distribution is looking for a driven New Accounts Sales Representative to join our Powersports team. In this in-office role based in Horsham, PA, you'll be at the forefront of driving revenue growth by qualifying inbound leads, generating new business through outbound prospecting, and guiding accounts through the onboarding journey. You'll also provide expert knowledge on our products, processes, and competitive advantages. This role is ideal for a sales professional who is persistent, independent, innovative, and thrives in a fast-paced environment. If you're passionate about Powersports and enjoy building lasting customer relationships, this is the opportunity for you. Key Responsibilities Customer Communication Promptly respond to customer inquiries via phone, email, or text during business hours Provide professional, sales-focused communication to drive conversions Relationship Building Develop strong relationships with key staff of new accounts to build trust and loyalty Act as a liaison between customers and internal teams Engage with vendors to encourage lead generation Product & Company Expertise Master Turn 14 Distribution's tools, processes, and competitive edge Offer detailed guidance on our services and product catalog Contribution to Company Initiatives Support brand launch goals and other strategic company projects Help uncover new opportunities in targeted market segments Vendor & Brand Knowledge Participate in vendor-led training to stay informed on new products Maintain expert-level knowledge of Powersports brands within your segment Sales Targets Meet or exceed lead generation, revenue, and margin goals Identify and leverage upselling and cross-selling opportunities Competitive Intelligence Analyze competitor strategies and adjust positioning accordingly Collaboration Attend weekly sales meetings and contribute to strategic discussions Collaborate with internal stakeholders to improve sales outcomes ️ Occasional Travel Travel 1-2 times per year to attend trade shows and industry events Knowledge, Skills & Abilities In-depth understanding of the Powersports segment Track record of delivering exceptional customer service Organized, efficient, and goal-oriented Team player with excellent communication skills Proven ability to close sales and achieve revenue targets Passionate about living out Turn 14 Distribution's core values There at Every Turn: Our Benefits We believe in empowering our employees through career growth opportunities, ongoing learning, and a strong culture of support. Here's what we offer: Competitive Pay Structure Company-Sponsored Insurance (Medical, Dental, FSA, Dependent Care Accounts) Generous Paid Time Off and Paid Holidays 401(K) Match Tuition Reimbursement Company-Sponsored Events Subsidized Part Purchasing Program

The Universal Banker provides a top-notch customer experience while supporting the financial goals of clients through thoughtful interactions, providing banking solutions and accurately processing all customer transactions within established guidelines. Key Responsibilities Accurately assist clients with banking transactions and maintain a cash drawer. Assist clients with questions (in-person, over telephone) regarding banking and escalate issues as needed. Open new business and person accounts and initiate wire transfers. Provide clients with services and products to support clients' financial goals and refer to business partners. Assist with ATM maintenance and cash vault. Complete all required logs and compliance activities. Education & Experience High school diploma/GED is required. Banking experienced required. Speaks English, Hindi, and Gujarati preferred. Physical Requirements & Working Conditions Lobby/professional office environment with moderate sound. Manual dexterity and the ability to lift up to thirty (30) pounds. Ability to travel to branches, off-site training, and/or meetings as needed. Schedule Flexible to service clients during banking hours. EOE m/f/d/v

Hours: 40 Pay Details: $24.00 - $33.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Global Trade Finance Representative III works with relationship managers by answering emails, confirming documents for renewal and working with amendments on stand by letters. They will ensure all proper documents, approvals and credit approvals are received. Onsite Location: 6000 Atrium Way Mt Laurel NJ Schedule: Monday-Friday 8:30am-5:00pm EST Depth & Scope: * Acts as a resource for Global Trade Finance Rep I and II * Receives new letters of credit and/or amendment for issuance or advising * Reviews for compliance and consistency with letter of credit terms * Processes, accepts, and/or affects payments on Import/Export Documentary Collections * Answers and resolves investigations and Customer inquiries * Verifies authenticity of letter of credit transactions by ensuring the information is properly authenticated * Examines letter of credit documents ensuring all letter of credit terms have been complied with or notifies of discrepancies * Assists account officers with clarifications of terms, pricing, and discrepancies * Informs manager of any Customer issues * Collects and processes fees * Maintains high level of technical and procedural expertise including knowledge of company products and services * Maintains high level of understanding of letter of credit products Education & Experience: * High School Diploma or GED * 5-7 years of related experience * Excellent Customer Service skills * PC Literate * Expert product knowledge * Strong knowledge and experience of International Trade Products * Demonstrated knowledge of rules and regulations that govern Letters of Credit and/or Documentary collections * Team Player Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.